Position in OZK
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$15,069,897
+$1,539,552 QoQ
Shares Held
289,305
-1.9% QoQ
Ownership
0.265%
of shares outstanding
% of Portfolio
2.86%
of 13F equity value
Holder Rank
#53
of 523 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in OZK Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026CABOT WEALTH MANAGEMENT INC holds $15,925,783 across 3 Banks - Regional names. OZK ranks #1 (94.6% of the industry book) .
All Filings in OZK
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,069,897 | 289,305 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $13,530,345 | 294,843 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $13,465,083 | 292,592 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $14,880,297 | 291,885 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $13,913,430 | 295,653 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $12,798,197 | 294,550 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $13,149,709 | 295,300 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $12,553,982 | 292,021 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $11,872,616 | 289,576 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $13,274,820 | 292,011 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $19,116,681 | 383,638 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $16,132,752 | 435,197 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $17,364,099 | 432,373 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $14,668,243 | 428,896 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $15,678,963 | 391,387 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $19,708,317 | 498,188 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $18,656,388 | 497,106 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $21,284,284 | 498,461 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $23,292,731 | 500,596 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $20,925,887 | 486,875 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $20,434,572 | 484,691 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $19,145,046 | 468,667 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $13,773,496 | 440,470 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $8,812,622 | 413,350 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $4,632,696 | 197,388 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $2,516,806 | 150,707 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||